Heat And Frost Insulators And Allied Workers Local 25 Welfare Fund — Form 5500 plan (International Association Of Heat And Frost Insulators And Allied Wor)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heat And Frost Insulators And Allied Workers Local 25 Welfare Fund is a benefit plan reported by International Association Of Heat And Frost Insulators And Allied Wor under EIN 38-6058688 and plan number 501. The latest loaded filing year is 2023. The filing reports 323 participants and $11,723,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Heat And Frost Insulators And Allied Wor
- EIN
- 38-6058688
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $11,723,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240916081504NAL0001263169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,723,157
- Total liabilities (EOY)
- $262,801
- Net assets (EOY)
- $11,460,356
- Net assets (BOY)
- $9,924,534
Income & contributions
- Employer contributions
- $4,058,773
- Participant contributions
- $609,575
- Total contributions
- $4,668,348
- Total income / additions
- $5,460,173
Expenses & distributions
- Benefits paid
- $3,719,460
- Administrative expenses
- $204,891
- Total expenses
- $3,924,351
- Net increase / (decrease)
- $1,535,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $250,623 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE KNOWN | $81,862 | not reported in the loaded dataset | 2023 |
| Novarra, Tesija, Catenacci, Mcdonal | NONE KNOWN | $58,078 | not reported in the loaded dataset | 2023 |
| Michael G. Buck | NONE KNOWN | $35,000 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE KNOWN | $15,510 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley And Company C.P.A.'S | NONE KNOWN | $10,450 | not reported in the loaded dataset | 2023 |
| Health Plan Advocate | NONE KNOWN | $8,696 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE KNOWN | $7,500 | not reported in the loaded dataset | 2023 |
| American Graphics Printing | NONE KNOWN | $5,779 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Heat And Frost Insulators And Allied Wor
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Novarra, Tesija, Catenacci, Mcdonal — Schedule C compensation
- Michael G. Buck — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Wrubel Wesley And Company C.P.A.'S — Schedule C compensation
- Health Plan Advocate — Schedule C compensation
- Marquette Associates — Schedule C compensation
- American Graphics Printing — Schedule C compensation